The Western Alliance is proud to announce CPIA designation courses will be available via webinar format beginning in January 2024 at  


Check our calendar of events for course informatioin.  

Registrations will be open soon!

CPIA - Certified Professional Insurance Agent

Empowering Insurance Professionals into the Future

The CPIA designation is first-of-its-kind, hands-on, how-to training. To earn the CPIA designation candidates are required to participate in a series of three, one-day seminars THE BEST PART IS NO EXAMS!
Completion is due three years from the first course.

These seminars are designed to enhance the ability of producers, sales support staff, and company personnel to efficiently create and distribute effective insurance programs. Participants leave with ideas that will produce sales results immediately.

While not a requirement, it is recommended that courses are taken in order.E&O Discounts apply for Utica National Policy Holders.

Each of the 3 courses are approved for 7 CE in
AZ | CA | ID | MT | NM | NV | OR | WA

Course Modules

Position for Success

Implement for Success

Sustain Success

During this workshop, participants focus on internal and external factors affecting
the creation of effective business development goals.

Factors discussed include:

current state of the insurance                 marketplace

competitive pressures

insurance carrier underwriting criteria

consumer expectations.

During this workshop, participants learn:

specific tools for analyzing consumer needs

how to utilize risk identification techniques to gather pertinent prospect

skills necessary to assimilate information gathered into customized coverage recommendations

how to prepare a complete submission

tips for preparing and presenting a comprehensive insurance proposal

This workshop focuses on fulfilling the implied promises contained in the insuring agreement.

Participants will:

review methods of providing evidence of insurance coverage

discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints

learn how to calculate the lifetime value of a client and techniques for generating referrals.

CPIA Update Requirement

The Certified Professional Insurance Agent designation stands for professionalism, commitment to professional training and results, and technical knowledge. To maintain the right
to use the CPIA designation, designees must complete an update on an annual basis * or maintain a Ruby, Sapphire or Diamond level membership with the CPIA Program.

* CPIA 1, CPIA 2, CPIA 3, Special Topics:

An Agent’s Guide to Understanding and Mitigating Cyber Exposures

Disaster and Continuity Planning for Business and Families

An E&O Loss Control Program for Agencies


GEICO has closed its insurance offices in California. All 38 of them. Hundreds of employees have lost their jobs. GEICO has also stopped talking phone sales in the state.

The only way California consumers can now purchase auto, homeowners or rental insurance from GEICO is online.

The company has not publicly responded but did send a news release to The Sacramento Bee. It said, We continue to write policies in California, and we remain available through our direct channels for the more than 2.18 million California customers presently insured with us.”

That’s it.

The doing away with phone sales is not much of a surprise. In April of this year, GEICO said it would stop doing phone sales in several states. The PIA Western Alliance state of California is one of them.

The other PIA Western Alliance states impacted by GEICO’s decision are Alaska and New Mexico.

California Department of Insurance spokesman Michael Soller said his department is on top of the decision. We are monitoring to make sure consumers are protected,” Soller said.

So the only way a Californian can access a GEICO policy — and U.S. News & World Report says the company has the lowest rates in the nation — is online via a computer or a mobile device.

That is a big concern for Dave Jones who served as California Insurance Commissioner from 2011 to 2019.

The companys actions will make it harder for consumers to buy GEICO policies, particularly those who are computer challenged or prefer to meet an agent in person”, Jones said and worried aloud about the closure of the 38 offices.

He said many consumers want to meet the agents they’re purchasing a policy from. GEICO just took that away. Jones says that decision could hurt GEICO’s bottom-line.

Their [the GEICO agent} primary role is to prospect and generate insurance leads and policies that GEICO would otherwise not capture.”

Source link: The Sacramento Bee —

Source link: —

The Healthiest States in the Union — Yours Probably isn’t on the List

  The World Health Organization (WHO) has definitions for all kinds of illnesses and maladies. It also has one for health. Good health isn’t just being disease or infirmity free. WHO defines it as the state of complete physical, mental and social well-being. That’s WHO. We — you and me — define health differently. Some …

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Around the PIA Western Alliance States

California — Lara Orders Insurance Protection for Fire Victims: As the Oak Fire continues to threaten homeowners, Insurance Commissioner Ricardo Lara ordered insurance companies to preserve residential insurance coverage for the entire county of Mariposa after Governor Gavin Newsom issued an emergency declaration on July 23. The Commissioner’s Bulletin shields those properties within the perimeter …

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